Financial Planning

Review

for the test by looking over the following areas:
Step in Financial Planning
1. Set SMART Goals
2. Analyze Information
3. Create Plan
4. Implement the Plan
5. Monitor and Modify Plan

SMART GOALS ARE:
Specific (Details)
Measurable (Exact dollar amount)
Attainable (How much do you make and how much of that will you save?)
Realistic (Where will you get your money?)
Timebound (List exact date to have the money by)